| Risk | Moderately High |
|---|---|
| Min SIP Amount | Not Supported |
| Expense Ratio | 2.54% |
| NAV | ₹171.87 (01 Jul 2020) |
|---|---|
| Fund Started | 31 Mar 1996 |
| Fund Size | ₹203 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Reliance Industries Ltd. | Energy | Equity | 8.3% |
| HDFC Bank Ltd. | Financial | Equity | 6.8% |
| ICICI Bank Ltd. | Financial | Equity | 5.7% |
| Infosys Ltd. | Technology | Equity | 4.3% |
| Larsen & Toubro Ltd. | Construction | Equity | 4.1% |
| Tata Consultancy Services Ltd. | Technology | Equity | 3.1% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 3.0% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 3.0% |
| ITC Ltd. | FMCG | Equity | 2.9% |
| United Spirits Ltd. | FMCG | Equity | 2.8% |
Principal Personal Tax Saver Fund is a Equity Mutual Fund Scheme launched by PRINCIPAL Mutual Fund. This scheme was made available to investors on 31 Mar 1996. P V K Mohan is the Current Fund Manager of Principal Personal Tax Saver Fund fund.The fund currently has an Asset Under Management(AUM) of ₹203 Cr and the Latest NAV as of 01 Jul 2020 is ₹171.87.
The Principal Personal Tax Saver Fund is rated Moderately High risk. Minimum SIP Investment is set to 500.
Aims at providing tax benefits along with capital appreciation.
Upto Rs. 1.5 lac will be tax free under 80C. Lockin of 3 years. Returns will be taxed at 10%.